Sempra
SRE- Exchange
- NYSE
- Industry
- Gas & Other Services Combined
- SEC CIK
- 0001032208
No open-market purchases or sales by Sempra insiders were filed in the last 90 days; 1,288 institutions reported holding it in 13F filings for Q2 2026, worth $55.9B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesSREA
13F holders, Q3 2025
Institutional positions in Sempra as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,152
- +46 vs. Q2 2025
- Shares held
- 605.1M
- +27.7M (+4.8%) vs. Q2 2025
- Total value
- $54.4B
- +$10.7B (+24.4%) vs. Q2 2025
- New holders
- 130
- 417 more added
- Sold out
- 84
- 390 more reduced
17 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,288 | $55.9B |
| Q1 2026 | 1,274 | $57.3B |
| Q4 2025 | 1,213 | $53.4B |
| Q3 2025 | 1,152 | $54.4B |
| Q2 2025 | 1,123 | $44.5B |
| Q1 2025 | 1,148 | $41.5B |
| Q4 2024 | 1,205 | $51.4B |
| Q3 2024 | 1,105 | $47.9B |
| Q2 2024 | 1,040 | $43.5B |
| Q1 2024 | 1,044 | $40.5B |
| Q4 2023 | 1,040 | $42.4B |
| Q3 2023 | 984 | $36.9B |
| Q2 2023 | 992 | $39.4B |
| Q1 2023 | 984 | $41.4B |
| Q4 2022 | 1,006 | $41.9B |
| Q3 2022 | 962 | $41.0B |
| Q2 2022 | 958 | $41.0B |
| Q1 2022 | 954 | $46.7B |
| Q4 2021 | 887 | $36.0B |
| Q3 2021 | 803 | $34.9B |
| Q2 2021 | 819 | $36.0B |
| Q1 2021 | 811 | $34.6B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mendel Money Management | 8,531 | $767.6K | 0.32% | +55+0.6% | Added |
| Brighton Jones LLC | 8,546 | $768.9K | 0.02% | +748+9.6% | Added |
| Mesirow Financial Investment Management, Inc. | 8,587 | $772.6K | 0.01% | +115+1.4% | Added |
| Paradigm Financial Partners, LLC | 8,606 | $774.4K | 0.08% | −1,644−16.0% | Reduced |
| Brown Advisory Inc | 8,657 | $779.0K | 0.00% | −609−6.6% | Reduced |
| MAI Capital Management | 8,665 | $779.7K | 0.00% | +1,783+25.9% | Added |
| Independent Advisor Alliance | 8,682 | $781.2K | 0.02% | −50−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 8,777 | $789.7K | 0.01% | −5,663−39.2% | Reduced |
| Callan Family Office, LLC | 8,797 | $791.6K | 0.03% | −3,790−30.1% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $791.8K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,869 | $798.0K | 0.03% | −3,842−30.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 8,921 | $802.7K | 0.54% | −215−2.4% | Reduced |
| Siemens Fonds Invest GmbH | 9,093 | $818.2K | 0.04% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 9,152 | $823.5K | 0.40% | +9,152 | New |
| Gradient Investments LLC | 9,323 | $838.9K | 0.01% | −471−4.8% | Reduced |
| Stonegate Investment Group, LLC | 9,346 | $841.0K | 0.02% | −5,131−35.4% | Reduced |
| QRG Capital Management, Inc. | 9,508 | $855.5K | 0.01% | +4,241+80.5% | Added |
| Procyon Private Wealth Partners, LLC | 9,557 | $859.9K | 0.05% | −117−1.2% | Reduced |
| Cohen Klingenstein LLC | 9,600 | $863.8K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 9,681 | $871.1K | 0.08% | +118+1.2% | Added |
| Ipsen Advisor Group LLC | 9,722 | $874.8K | 0.63% | +75+0.8% | Added |
| Dark Forest Capital Management LP | 9,757 | $877.9K | 0.03% | −92,548−90.5% | Reduced |
| BKD Wealth Advisors, LLC | 9,788 | $880.7K | 0.02% | −727−6.9% | Reduced |
| Westmount Partners, LLC | 9,870 | $881.0K | 0.23% | −40.0% | Reduced |
| Stephens Inc | 9,889 | $889.8K | 0.01% | −1,562−13.6% | Reduced |
| Van Hulzen Asset Management, LLC | 10,006 | $900.4K | 0.07% | −39−0.4% | Reduced |
| Sumitomo Life Insurance Co | 10,009 | $900.6K | 0.03% | −279−2.7% | Reduced |
| Chicago Trust Co NA | 10,085 | $907.4K | 0.13% | +8+0.1% | Added |
| Grove Bank & Trust | 10,107 | $909.4K | 0.11% | −880−8.0% | Reduced |
| Private Advisor Group, LLC | 10,142 | $912.6K | 0.00% | +4,988+96.8% | Added |
| Letson Investment Management, Inc. | 10,200 | $917.8K | 0.33% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,208 | $918.5K | 0.03% | −1,595−13.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,228 | $920.3K | 0.03% | −126−1.2% | Reduced |
| Iams Wealth Management, LLC | 10,276 | $924.8K | 0.37% | −68−0.7% | Reduced |
| Greenleaf Trust | 10,310 | $927.7K | 0.01% | −829−7.4% | Reduced |
| Krilogy Financial LLC | 10,108 | $933.9K | 0.04% | +10,108 | New |
| West Wealth Group, LLC | 10,207 | $942.0K | 0.21% | +112+1.1% | Added |
| Alps Advisors Inc | 10,472 | $942.3K | 0.01% | +4,702+81.5% | Added |
| Ami Asset Management Corp | 10,481 | $943.1K | 0.05% | −111−1.0% | Reduced |
| Jones Financial Companies LLLP | 10,660 | $945.0K | 0.00% | +2,995+39.1% | Added |
| Apollon Wealth Management, LLC | 10,661 | $959.3K | 0.02% | +914+9.4% | Added |
| Prudential PLC | 10,721 | $964.7K | 0.01% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 10,732 | $965.7K | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,758 | $968.0K | 0.01% | −202−1.8% | Reduced |
| Vontobel Holding Ltd. | 10,762 | $968.4K | 0.00% | −1,126−9.5% | Reduced |
| Allworth Financial LP | 10,766 | $968.7K | 0.00% | −928−7.9% | Reduced |
| Moneta Group Investment Advisors LLC | 10,787 | $970.7K | 0.01% | +1,396+14.9% | Added |
| Toroso Investments, LLC | 10,896 | $973.4K | 0.00% | +2,353+27.5% | Added |
| Fiduciary Trust Co | 10,856 | $976.8K | 0.01% | +301+2.9% | Added |
| Wetherby Asset Management Inc | 10,877 | $978.7K | 0.04% | +1,037+10.5% | Added |
| Cooper Financial Group | 10,972 | $987.3K | 0.11% | −87−0.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 10,989 | $988.8K | 0.10% | 00.0% | Unchanged |
| Tema ETFs LLC | 11,054 | $994.6K | 0.08% | +11,054 | New |
| Parallel Advisors, LLC | 11,064 | $995.6K | 0.02% | +157+1.4% | Added |
| VCI Wealth Management LLC | 11,088 | $997.7K | 0.30% | −7,786−41.3% | Reduced |
| Bleakley Financial Group, LLC | 11,167 | $1.00M | 0.02% | +209+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 11,277 | $1.01M | 0.00% | +2,241+24.8% | Added |
| Beacon Pointe Advisors, LLC | 11,315 | $1.02M | 0.01% | −479−4.1% | Reduced |
| Savant Capital, LLC | 11,461 | $1.03M | 0.01% | +3,415+42.4% | Added |
| Alpha Cubed Investments, LLC | 11,482 | $1.03M | 0.04% | −159−1.4% | Reduced |
| Hilltop Holdings Inc. | 11,497 | $1.03M | 0.05% | −281−2.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 11,572 | $1.04M | 0.28% | +162+1.4% | Added |
| Tower Research Capital LLC (TRC) | 11,688 | $1.05M | 0.03% | +3,506+42.9% | Added |
| Wedbush Securities Inc | 11,720 | $1.05M | 0.03% | −39−0.3% | Reduced |
| Cookson Peirce & Co Inc | 11,831 | $1.06M | 0.04% | +34+0.3% | Added |
| GAMMA Investing LLC | 11,858 | $1.07M | 0.06% | +1,325+12.6% | Added |
| Ignite Planners, LLC | 11,869 | $1.07M | 0.17% | −527−4.3% | Reduced |
| Change Path, LLC | 11,895 | $1.07M | 0.03% | −79−0.7% | Reduced |
| Principal Securities, Inc. | 11,934 | $1.07M | 0.02% | +55+0.5% | Added |
| Vennlight Capital Management, LP | 12,000 | $1.08M | 1.40% | +12,000 | New |
| Ti-Trust, Inc | 12,040 | $1.08M | 0.68% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,075 | $1.09M | 0.01% | +559+4.9% | Added |
| Kestra Advisory Services, LLC | 12,180 | $1.10M | 0.01% | −860−6.6% | Reduced |
| Kornitzer Capital Management Inc | 12,200 | $1.10M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,322 | $1.11M | 0.01% | −1,381−10.1% | Reduced |
| MUFG Securities EMEA plc | 12,489 | $1.12M | 0.03% | +10,562+548.1% | Added |
| Applied Finance Capital Management, LLC | 12,575 | $1.13M | 0.08% | +809+6.9% | Added |
| Peapack Gladstone Financial Corp | 12,745 | $1.15M | 0.01% | +3,404+36.4% | Added |
| One Degree Advisors Inc | 12,785 | $1.15M | 0.35% | −59−0.5% | Reduced |
| NorthRock Partners, LLC | 12,842 | $1.16M | 0.02% | +5,064+65.1% | Added |
| Axxcess Wealth Management, LLC | 12,935 | $1.16M | 0.02% | −1,752−11.9% | Reduced |
| HighPoint Advisor Group LLC | 12,963 | $1.17M | 0.06% | +48+0.4% | Added |
| Intech Investment Management LLC | 12,996 | $1.17M | 0.01% | −50.0% | Reduced |
| Meeder Advisory Services, Inc. | 12,998 | $1.17M | 0.05% | +615+5.0% | Added |
| Wolverine Trading, LLC | 13,045 | $1.17M | 0.02% | −16,043−55.2% | Reduced |
| Arkadios Wealth Advisors | 13,379 | $1.20M | 0.03% | +5,098+61.6% | Added |
| Clifford Swan Investment Counsel LLC | 13,524 | $1.22M | 0.04% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 13,630 | $1.23M | 0.46% | −5,497−28.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,772 | $1.24M | 0.28% | −1,705−11.0% | Reduced |
| Park Avenue Securities LLC | 13,850 | $1.25M | 0.01% | −4,969−26.4% | Reduced |
| Golden State Equity Partners | 13,970 | $1.26M | 0.21% | −328−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,979 | $1.26M | 0.01% | +329+2.4% | Added |
| Sequoia Financial Advisors, LLC | 14,081 | $1.27M | 0.01% | +677+5.1% | Added |
| Maven Securities LTD | 14,121 | $1.27M | 0.24% | +8,513+151.8% | Added |
| Centaurus Financial, Inc. | 14,178 | $1.28M | 0.06% | −485−3.3% | Reduced |
| Umb Bank N A | 14,283 | $1.29M | 0.02% | −66−0.5% | Reduced |
| Pandora Wealth, Inc. | 14,437 | $1.30M | 0.79% | −10−0.1% | Reduced |
| Baird Financial Group, Inc. | 14,446 | $1.30M | 0.00% | −253−1.7% | Reduced |
| Snowden Capital Advisors LLC | 14,564 | $1.31M | 0.04% | −1,430−8.9% | Reduced |
| Sound Income Strategies, LLC | 14,554 | $1.33M | 0.07% | −191−1.3% | Reduced |